BGHSX vs. SPY
Compare and contrast key facts about BrandywineGLOBAL - High Yield Fund (BGHSX) and SPDR S&P 500 ETF (SPY).
BGHSX is managed by Franklin Templeton Investments. It was launched on Dec 3, 2014. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGHSX or SPY.
Correlation
The correlation between BGHSX and SPY is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BGHSX vs. SPY - Performance Comparison
Key characteristics
BGHSX:
1.98
SPY:
0.70
BGHSX:
2.78
SPY:
1.11
BGHSX:
1.48
SPY:
1.17
BGHSX:
1.67
SPY:
0.75
BGHSX:
6.83
SPY:
2.96
BGHSX:
1.10%
SPY:
4.74%
BGHSX:
3.80%
SPY:
20.05%
BGHSX:
-18.15%
SPY:
-55.19%
BGHSX:
-2.17%
SPY:
-7.79%
Returns By Period
In the year-to-date period, BGHSX achieves a -0.34% return, which is significantly higher than SPY's -3.56% return. Over the past 10 years, BGHSX has underperformed SPY with an annualized return of 2.39%, while SPY has yielded a comparatively higher 12.25% annualized return.
BGHSX
-0.34%
1.63%
1.10%
6.77%
5.88%
2.39%
SPY
-3.56%
11.52%
-0.47%
11.62%
16.42%
12.25%
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BGHSX vs. SPY - Expense Ratio Comparison
BGHSX has a 0.54% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BGHSX vs. SPY — Risk-Adjusted Performance Rank
BGHSX
SPY
BGHSX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - High Yield Fund (BGHSX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BGHSX vs. SPY - Dividend Comparison
BGHSX's dividend yield for the trailing twelve months is around 7.59%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGHSX BrandywineGLOBAL - High Yield Fund | 7.59% | 7.37% | 6.97% | 6.34% | 5.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BGHSX vs. SPY - Drawdown Comparison
The maximum BGHSX drawdown since its inception was -18.15%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BGHSX and SPY. For additional features, visit the drawdowns tool.
Volatility
BGHSX vs. SPY - Volatility Comparison
The current volatility for BrandywineGLOBAL - High Yield Fund (BGHSX) is 2.04%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.12%. This indicates that BGHSX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.